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Bookkeeping Services

Initial Bookkeeping Consultation

FREE initial consultation

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As easy as a phone call to 513.578.8477

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Let’s meet over the phone to explore your needs and see if we will be a good fit

Get Started With Quickbooks Online

Get started in Quickbooks or  I begin performing bookkeeping tasks within your  existing QuickBooks Online application.

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Organize & input existing transactions to current date.

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During this initial phase (usually three months) fees are billed at an hourly rate. 

Ongoing Monthly Bookkeeping Services

After the first couple months of working together — once your books are set up and cleaned up — we agree on a fixed monthly rate so you know how much you’ll pay each month.

Contact Me

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Services Provided

 

Ongoing Monthly Support

  • Download & categorize monthly transactions into QuickBooks

  • Optional add-ons: invoicing, bill pay, income categorization, etc.

  • Email monthly financial statements to client

  • Monthly correspondence regarding financial status

  • Serve as liaison between client & accountant throughout year

  • Note: Work is completed from my home office

Service Not Provided

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  • Legal business advice

  • Tax preparation

  • Manual payroll (I will work with your payroll company: ADP, Gusto, Paycor etc.)

  • On-site bookkeeping

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